Trefis: Highlights Week Ending 07 November 2014

November 8th, 2014
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Below is a summary of the activity at Trefis during the past week that Trefis thought Econintersect readers would find interesting.

Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

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Click "Read more..." to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.

Follow up:

Table of Contents for the 88 top stories this week:

Technology (28 articles)

  • Fox, 2 articles (5, 26)
  • Monster, 2 articles (6, 25)
  • Motorola, 2 articles (14, 28)
  • Nvidia, 2 articles (2, 11)
  • Priceline, 2 articles (8, 24)
  • Qualcomm, 2 articles (17, 23)
  • Symantec, 2 articles (3, 17)

Consumer (13 articles)

  • Estee Lauder, 2 articles (1, 12)
  • Tesla, 2 articles (3, 10)
  • Toyota, 2 articles (4, 11)

Financial Services (13 articles)

  • IntercontinentalExchange, 2 articles (6, 12)
  • Prudential, 2 articles (2, 10)

Energy & Utilities (13 articles)

  • Chesapeake, 2 articles (1, 13)
  • First Solar, 2 article (2, 9)

Media & Telecom (12 articles)

  • Disney, 2 articles (3, 7)
  • Dish, 2 articles (5, 11)
  • Time Warner, 2 articles (1, 9)

Basic Materials (4 articles)

Industrials & Transportation (2 articles)

Health Care (2 articles)

Unassigned (1 article)

All 88 investment stories this week are listed below.



  1. Storage Weekly Notes: Product Launches, Software Upgrades For Seagate, Western Digital And SanDisk on November 7th
  2. Nvidia Reports A Record Q3'15: Continued Growth In PC Gaming, Automotives & Large Scale Data Centers on November 7th
  3. Symantec Q2FY15 Earnings: Revenues Decline on Consumer Security Product Consolidation, Margins Expand Strongly on November 7th
  4. TripAdvisor Displays Moderate Growth, Promises Better Future With Product Launches And Acquisitions on November 6th
  5. Fox Posts 18% Earnings Growth Led By The Studio's Success At The Box-Office on November 6th
  6. Monster's Results Come In Better-Than-Expected, Taking Stock Price Higher on November 6th
  7. Qualcomm's Q3'14 Impacted By Licensing Issues In China, Though 3G/4G Device Sales Continue To Rise on November 6th
  8. Priceline posts strong Q3 2014, fears slowdown in Q4 due to Economic and Natural Crises on November 6th
  9. Destiny's Impressive Launch & Digital Growth Drove Activision's Q3 Financial Results on November 6th
  10. Why Apple Is Tapping The European Debt Market on November 6th
  11. Nvidia Q3'15 Performance To be Driven By PC Gaming, Tegra Processors & Data Centers on November 5th
  12. Zynga Pre-Earnings: Trends We Are Watching on November 5th
  13. Alibaba Flexes Its Growth Muscle In The Quarterly Results on November 5th
  14. Motorola Q3 Earnings: Sales Beat Expectations As North America Shows Signs Of Revival on November 5th
  15. Groupon's Solid Third Quarter Results Drive Stock Price Higher on November 4th
  16. Expedia's Growth In Q3'14 Fueled By New Partnerships, Expanding Global Footprint & Advanced Platforms on November 4th
  17. Symantec Q2FY15 Preview: Spin-off Of Storage Management Software Division In Focus on November 4th
  18. Ctrip's Q3'14 Earnings Preview: Strong Topline Performance Expected Due To New Products and Promotions,Though Margins Still Need To Recover on November 4th
  19. LinkedIn Posts Solid Growth Driven By Higher Member Engagement on November 3rd
  20. Week In Review: Yahoo, Google, Yelp on November 3rd
  21. Weekly Review:Microsoft, IBM And HP on November 3rd
  22. Weekly Tech Update: CREE, FFIV, MU, NVDA, TXN on November 3rd
  23. Qualcomm's Growth In Q4'14 To Be Driven By Higher 3G/4G Device Demand, Though License Business Remains Uncertain on November 3rd
  24. Priceline Q3 Earnings Preview: Company Surging On The Back Of Acquisitions, Though Margin Performance May Slow on November 3rd
  25. Monster Pre-Earnings: Expecting A Decline In The Third Quarter on November 3rd
  26. Fox's Q1 Fiscal 2015 Earnings May have Dragged On Softer Ratings And Higher Programming Costs on November 3rd
  27. Popular FPS Titles To Drive Activision's Top-line Performance on November 3rd
  28. Motorola Q3 Earnings Preview: North American Product Sales In Focus on November 3rd



  1. Operating Profits And Earnings Fall Sharply On SMI Pre-orders For Estée Lauder In Q1FY15 on November 7th
  2. Weekly Tobacco Notes: Philip Morris Changes Purchase Process, Runs Into Trouble With WHOon November 7th
  3. Earnings Review: Inefficiencies in Transition to New Assembly Line Force Tesla to Revise Outlook on November 7th
  4. Earnings Review: Gains in North America, China Help Toyota Offset Slowing Sales Momentum Elsewhere on November 7th
  5. What Mercedes Is Doing To Close-In On BMW Before This Decade Ends on November 7th
  6. Weakness In Western Europe And Slowdown In Emerging Markets Impact L'Oréal's Sales Growth on November 6th
  7. CVS Reports A Strong Q3'14 Backed By Strong Performance In Both PBM & Retail on November 5th
  8. Hyatt Benefits From Higher Room Rates And Management Fees In Q3 on November 4th
  9. MGM Resorts Q3 Earnings Benefit From Macau Mass-Market Gaming Growth on November 4th
  10. Earnings Preview: Tesla's Efficiency Under The Scanner on November 4th
  11. Earnings Preview: Strong U.S., China Performance Should Boost Toyota's Profits on November 4th
  12. Estée Lauder Q1'15 Preview: Weakness In Europe And LatAm To Temper Sales Growth on November 3rd
  13. AB InBev Earnings Review: Lower U.S. Volumes Continue To Drag Down Net Volume Growth on November 3rd


Financial Services

  1. Financials Weekly Notes: JPMorgan, Morgan Stanley and Goldman Sachs on November 7th
  2. Prudential’s Earnings Plummet Due To Investment Losses, FX Headwinds on November 7th
  3. Growth In Emerging Markets And Higher Investment Income Drive MetLife’s Q3 Earnings on November 6th
  4. Sustained Growth In Life And Retirement Business Drives AIG’s Q3 Earnings on November 5th
  5. Q3 2014 U.S. Investment Bank Round-Up: Debt Origination on November 5th
  6. IntercontinentalExchange Earnings: Non-Transaction Businesses Drive Earnings As Trading Volumes Recover on November 5th
  7. Q3 2014 U.S. Investment Bank Round-Up: Advisory Services on November 4th
  8. Q3 2014 U.S. Investment Bank Round-Up: Equity Underwriting on November 4th
  9. Growth In Volumes And Transactions Lift MasterCard’s Income on November 4th
  10. Prudential Earnings Preview: Focus on Retirement Business, International Growth on November 4th
  11. Visa Earnings: Volume Growth Drives Revenues on November 3rd
  12. IntercontinentalExchange Earnings Preview: Trade Volumes To Drive Revenues, Margins on November 3rd
  13. CME Earnings: Interest Rates, FX Derivatives Drive Q3 Results on November 3rd


Energy & Utilities

  1. Earnings Review: Higher Natural Gas Volumes, Derivative Gains Drive Chesapeake's Top Lineon November 7th
  2. First Solar Earnings Review: Panel Efficiency Gains, Planned Capacity Expansion on November 7th
  3. EOG Resources' Earnings Rise Despite Lower Crude Oil Prices; Eagle Ford Development Plan Intact on November 6th
  4. Republican Win Increases Uncertainty On Extension of Solar Investment Tax Credit on November 6th
  5. Why SunPower Is Expanding Panel Manufacturing In South Africa on November 5th
  6. Chevron's Earnings Rise On Thicker Downstream Margins; Production Outlook Intact on November 4th
  7. Eagle Ford Development To Fuel Earnings Growth At EOG Resources on November 4th
  8. Halliburton's Exposure To U.S. Unconventionals Could Prove A Liability As Oil Prices Decline on November 4th
  9. First Solar Q3 Preview: Emerging Markets, Panel Efficiency Improvements In Focus on November 4th
  10. Transocean Q3 Preview: Results Could Fall On Lower Utilization Rates on November 4th
  11. Exxon's Q3 Earnings Rise Despite Lower Crude Oil Prices on November 3rd
  12. Duke Energy Earnings Preview: Operational Discipline, Commercial Sector To Drive Results on November 3rd
  13. Earnings Preview: Low Natural Gas Prices Could Be Offset By Higher NGL Volumes, Efficiency Improvements For Chesapeake on November 3rd


Media & Telecom

  1. Time Warner Benefits From The Subscription Growth At Turner And HBO In Q3 on November 7th
  2. U.S. Carrier Weekly Notes: Carriers' Earnings Compared on November 7th
  3. Disney Posts 16% Earnings Growth Led By The Studio's Success At The Box-Office And The Theme Park Operations on November 7th
  4. CBS Posts 6% Earnings Growth Led By Higher Affiliate And Subscription Fees on November 7th
  5. Dish Loses 12,000 Pay-TV Subscribers In Q3 on November 5th
  6. DirecTV's Q3 Earnings Likely Driven By Latin America Subscriber Growth And Lower U.S. Subscriber Churn on November 5th
  7. Disney's Q4 Fiscal 2015 Earnings Likely Driven By Studio Entertainment on November 5th
  8. News Corp Q1 Fiscal 2015 Earnings Preview: Watchout For Advertising Trends In News & Information Services on November 4th
  9. Time Warner's Q3 Earnings Likely Hurt By Softer Ratings At Turner Networks And A Muted Quarter For Movies on November 4th
  10. Sprint Earnings: Focus On Network Upgrade As Postpaid Subscribers Fall Again on November 4th
  11. Dish Network Q3 Earnings Preview: Watchout For Pay-TV Subscriber Trends on November 3rd
  12. Mobile Weekly Notes: Samsung's New Mid-Range Phones, BBM's Vanishing Message Featureon November 3rd


Basic Materials

  1. Alcoa Furthers Portfolio Transformation With Recent Business Developments on November 5th
  2. ArcelorMittal Earnings Preview: Weak Steel Pricing In Europe And Lower Iron Ore Prices To Weigh On Q3 Results on November 5th
  3. Lower Gold, Copper Prices And Shipments Weigh On Newmont's Q3 Results on November 3rd
  4. DuPont's Q3 Earnings Rise But Lower Corn Seed Sales And Chemical Prices To Weigh On Full-Year Growth on November 3rd


Industrials & Transportation

  1. CSX’s Focus On Improving Pricing And Service Metrics Will Drive Its Operating Ratio on November 5th
  2. Alaska Expands In Mexico As It Begins To Shift Capacity Before Winter on November 5th


Health Care

  1. Roche To Invest In Diagnostics Manufacturing Unit In China on November 7th
  2. How Will Johnson & Johnson's Ebola Investment Pay Off? on November 5th



  1. Industrials Earnings Recap: 3M, Caterpillar, Corning, Honeywell and Johnson Controls on November 7th


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